Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TIEDEMANN ADVISORS LLC | 11-14-2023 | 09-30-2023 | 272 | 2,332,164,340 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S | ADR | 301 | $392,315 | 4,314 | 0.00 | 0.00 | 2,112 | 95.91 | 09-30-2023 |
| ISHARES SILVER TR | ISHARES | 302 | $391,489 | 19,247 | 0.00 | 0.00 | 4,300 | 28.77 | 09-30-2023 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 303 | $389,604 | 8,146 | 0.00 | 0.00 | 41 | 0.51 | 09-30-2023 |
| ISHARES TR | MSCI KLD400 SOC | 304 | $385,095 | 4,712 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
